Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / FLEXIBL MUN HIGH
-
Number of holders
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22
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Total 13F shares, excl. options
-
422,960
-
Shares change
-
+55,499
-
Total reported value, excl. options
-
$7,008,339
-
Value change
-
+$915,081
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Number of buys
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12
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Number of sells
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-6
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Price
-
$16.57
Significant Holders of FIRST TR EXCHNG TRADED FD VI - FLEXIBL MUN HIGH (MFLX) as of Q2 2025
24 filings reported holding MFLX - FIRST TR EXCHNG TRADED FD VI - FLEXIBL MUN HIGH as of Q2 2025.
FIRST TR EXCHNG TRADED FD VI - FLEXIBL MUN HIGH (MFLX) has 22 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 422,960 shares
.
Largest 10 shareholders include HARBOUR INVESTMENTS, INC. (96,527 shares), Kestra Advisory Services, LLC (44,624 shares), OSAIC HOLDINGS, INC. (40,907 shares), KINGSWOOD WEALTH ADVISORS, LLC (29,635 shares), BlueChip Wealth Advisors LLC (24,381 shares), Hedeker Wealth, LLC (22,337 shares), BENJAMIN EDWARDS INC (22,156 shares), ENVESTNET ASSET MANAGEMENT INC (21,683 shares), Capital Investment Advisory Services, LLC (15,871 shares), and RFG Advisory, LLC (15,748 shares).
This table shows the top 22 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.